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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,663 hedge funds and large institutions have $26B invested in Vanguard Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 731 increasing their positions, 613 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,663
Holders Change
+28
Holders Change %
+1.71%
% of All Funds
26.23%
Holding in Top 10
170
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.49%
% of All Funds
2.68%
New
102
Increased
731
Reduced
613
Closed
61
Calls
$19.6M
Puts
$7.58M
Net Calls
+$12.1M
Net Calls Change
-$1.22M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$116M
3
Bank of America
Bank of America
North Carolina
+$61M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$55.8M
5
Morgan Stanley
Morgan Stanley
New York
+$53.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.88B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$200M
3
AAS
Annex Advisory Services
Wisconsin
-$168M
4
LPL Financial
LPL Financial
California
-$126M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
Cadence Bank
Mississippi
$10.2M -$65.4K -329 -0.6%
SMA
252
Sage Mountain Advisors
Georgia
$10.2M -$102K -513 -1%
RWI
253
Red Wave Investments
Pennsylvania
$10.2M -$335K -1,683 -3%
HWM
254
Horizons Wealth Management
North Carolina
$10.2M +$120K +602 +1%
2L
255
25 LLC
Missouri
$10.1M +$535K +2,606 +6%
HNB
256
Huntington National Bank
Ohio
$10.1M -$9.82M – –
KHC
257
Koesten Hirschmann & Crabtree
Kansas
$10M +$318K +1,600 +3%
BFS
258
Bradley Foster & Sargent
Connecticut
$9.97M +$140K +703 +1%
RIM
259
Redwood Investment Management
Arizona
$9.96M – – –
PPWP
260
Proquility Private Wealth Partners
Nevada
$9.93M +$196K +984 +2%
AA
261
Atmos Advisory
Pennsylvania
$9.85M +$120K +601 +1%
FSC
262
Full Sail Capital
Oklahoma
$9.84M +$1.98M +9,979 +25%
BC
263
Bartlett & Co
Ohio
$9.83M -$67.2K -338 -0.7%
BCWM
264
Bartlett & Co Wealth Management
Ohio
$9.83M -$67.2K -338 -0.7%
TA
265
TruWealth Advisors
Louisiana
$9.78M +$167K +839 +2%
MCM
266
MAI Capital Management
Ohio
$9.6M +$1.48M +7,450 +18%
CA
267
Crane Advisory
California
$9.58M +$1.43M +7,235 +18%
IHWM
268
Iron Horse Wealth Management
Iowa
$9.54M -$1.91M -9,618 -17%
LNC
269
Lincoln National Corp
Pennsylvania
$9.5M +$1.41M +7,105 +17%
BFEC
270
Benjamin F. Edwards & Company
Missouri
$9.47M +$406K +2,042 +4%
BP
271
Ballentine Partners
Massachusetts
$9.45M +$1.97M +9,900 +26%
APC
272
Asset Planning Corporation
Tennessee
$9.43M +$408K +2,049 +5%
OCFG
273
O'Connor Financial Group
Illinois
$9.35M +$2.92M +14,702 +46%
PIA
274
Petredis Investment Advisors
Pennsylvania
$9.32M -$73.8K -371 -0.8%
IPW
275
Impact Partnership Wealth
Georgia
$9.31M +$9.31M +46,795 New
9 10
11
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